Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$670K Buy
2,077
+270
+15% +$89.7K 0.05% 287
2025
Q4
$637K Sell
1,807
-50
-3% -$17.5K 0.04% 271
2025
Q3
$662K Sell
1,857
-194
-9% -$70.2K 0.05% 276
2025
Q2
$732K Sell
2,051
-12
-0.6% -$4.35K 0.05% 265
2025
Q1
$823K Buy
2,063
+9
+0.4% +$3.45K 0.06% 240
2024
Q4
$738K Sell
2,054
-3
-0.1% -$1.1K 0.06% 245
2024
Q3
$712K Sell
2,057
-85
-4% -$27.8K 0.05% 257
2024
Q2
$629K Sell
2,142
-103
-5% -$30.5K 0.05% 271
2024
Q1
$749K Sell
2,245
-413
-16% -$128K 0.06% 238
2023
Q4
$774K Buy
2,658
+17
+0.6% +$5.44K 0.06% 221
2023
Q3
$856K Sell
2,641
-500
-16% -$165K 0.08% 191
2023
Q2
$1.08M Buy
3,141
+565
+22% +$183K 0.1% 169
2023
Q1
$812K Buy
2,576
+58
+2% +$18K 0.08% 194
2022
Q4
$756K Sell
2,518
-93
-4% -$27.2K 0.08% 195
2022
Q3
$699K Buy
2,611
+18
+0.7% +$5.09K 0.08% 202
2022
Q2
$755K Buy
2,593
+509
+24% +$146K 0.07% 207
2022
Q1
$679K Buy
2,084
+43
+2% +$12.5K 0.07% 219
2021
Q4
$613K Buy
2,041
+23
+1% +$6.89K 0.07% 225
2021
Q3
$577K Sell
2,018
-236
-10% -$63.4K 0.07% 217
2021
Q2
$538K Buy
2,254
+161
+8% +$39.3K 0.07% 237
2021
Q1
$482K Sell
2,093
-25
-1% -$5.5K 0.07% 252
2020
Q4
$447K Buy
2,118
+4
+0.2% +$817 0.06% 258
2020
Q3
$436K Sell
2,114
-35
-2% -$6.99K 0.08% 230
2020
Q2
$414K Buy
+2,149
New +$400K 0.08% 234
2020
Q1
Sell
-2,204
Closed -$459K 400
2019
Q4
$459K Sell
2,204
-248
-10% -$49.1K 0.09% 218
2019
Q3
$475K Sell
2,452
-76
-3% -$14.7K 0.1% 202
2019
Q2
$488K Sell
2,528
-11
-0.4% -$1.99K 0.1% 195
2019
Q1
$433K Buy
2,539
+181
+8% +$29.3K 0.1% 205
2018
Q4
$343K Buy
2,358
+45
+2% +$6.99K 0.08% 237
2018
Q3
$356K Sell
2,313
-105
-4% -$15.4K 0.07% 279
2018
Q2
$332K Buy
2,418
+258
+12% +$36.3K 0.08% 276
2018
Q1
$303K Buy
2,160
+68
+3% +$9.53K 0.07% 293
2017
Q4
$280K Buy
2,092
+82
+4% +$11.7K 0.07% 314
2017
Q3
$294K Sell
2,010
-241
-11% -$33.6K 0.08% 281
2017
Q2
$299K Buy
2,251
+25
+1% +$3.16K 0.08% 276
2017
Q1
$264K Sell
2,226
-116
-5% -$13.4K 0.07% 315
2016
Q4
$261K Buy
2,342
+3
+0.1% +$334 0.08% 299
2016
Q3
$263K Buy
2,339
+563
+32% +$62.1K 0.08% 291
2016
Q2
$194K Buy
1,776
+81
+5% +$8.57K 0.05% 348
2016
Q1
$177K Buy
+1,695
New +$159K 0.05% 382

Other funds holding AON